Mackenzie Financial
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Mackenzie Financial’s Energy Services of America ESOA Stock Holding History

Mackenzie Financial’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.5M Buy
266,358
+245,502
+1,177% +$2.89M ﹤0.01% 789
2025
Q4 		$167K Buy
20,856
+6,086
+41% +$58.5K ﹤0.01% 1563
2025
Q3 		$153K Buy
+14,770
New +$149K ﹤0.01% 1592
2025
Q1 		– Sell
-29,930
Closed -$378K – 1720
2024
Q4 		$378K Buy
+29,930
New +$391K ﹤0.01% 1287

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mackenzie Financial's ESOA Position: Q1 2026 in Review

Mackenzie Financial increased its Energy Services of America (ESOA) stake by 1,177% in Q1 2026, buying an estimated $2.89M and bringing the position to 266,358 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Mackenzie Financial first reported a position in ESOA in Q4 2024 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Mackenzie Financial held 266,358 shares of Energy Services of America worth $3.5M as of Q1 2026.
  • Mackenzie Financial bought 245,502 Energy Services of America shares in Q1 2026, an estimated $2.89M.
  • Energy Services of America made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #789 holding.
  • Mackenzie Financial first reported a position in Energy Services of America in Q4 2024 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.